Modifying the Sold To address
You can modify the "Sold To" address of an order that is associated with a business customer.
Procedure
- Log on to Sterling™ Call Center. The Home page opens.
- Go
to the Customer Search screen in
one of the following ways:
- If you are creating an order, follow the order creation wizard.
- If you are modifying a draft order, search the order, and follow the order creation wizard.
You must select the customer before you can modify the "Sold To" address. After you select the customer, the addresses of that customer are shown in the preview panel.
- In
the preview panel, click Edit corresponding
to "Sold To" address. The "Sold To" window opens.
- Click one of the following options:
- Select from the existing addresses: Select one of the existing addresses as the "Sold To" address, the selected address is highlighted. Click Apply to associate the address with the order.
- Edit the address: Modify the current "Sold To" address and then click Apply to update the address in the order.
Note: When you modify a customer's original address, the newly entered address and the original address are matched. If the addresses are not the same, an appropriate error message is displayed and you are prompted with a set of closely matching addresses. You must select a valid address or modify the original address and apply the changes to the order.